See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,529 | $185,822-44.3% | $169,993-39.1% | $139,434-25.8% |
| Participation rate | 52.9% | 87.8%-34.8pp | 87.0%-34.1pp | 80.3%-27.4pp |
| Annual return | 18.27% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,093 | $7,590-85.6% | $6,785-83.9% | $4,751-77.0% |
| Participant deferral / active EE | $3,133 | $11,622-73.0% | $10,408-69.9% | $6,710-53.3% |
| Admin fee / account holder | $2,483 | $15,381-83.9% | $12,815-80.6% | $11,403-78.2% |